CWM Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$57,982,777
Clients
2
Advisors
2
of 3 employees
About
CWM Partners provides portfolio management, financial planning, and adviser-selection services primarily for high‑net‑worth individuals, charitable foundations, corporations and family businesses. The firm produces client-specific Investment Policy Statements, offers ongoing portfolio monitoring, and provides consulting services such as succession planning and facilitation of family meetings.
CWM offers both discretionary and non‑discretionary engagement models, though its most recently reported assets under management are predominantly non‑discretionary, so clients commonly retain final trade authority even as CWM advises on strategy. The firm constructs diversified portfolios by allocating to third‑party managers and sub‑advisors across a broad set of strategies — including long/short and long‑only equities, fixed income and credit, hedge funds, private placements and ETFs — and conducts qualitative and quantitative due diligence before selecting managers.
Distinctive features include an explicit subscription to the Institute for the Fiduciary Standard’s Real Fiduciary Practices and the use of contracted sub‑advisors (with documented due diligence, including possible in‑person reviews) to manage portions of client assets. A principal’s active role facilitating a high‑net‑worth peer network and the firm’s focus on sophisticated investment vehicles and consulting for family offices and businesses differentiate CWM from many peers of similar size.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial planning and consulting range from $90,000 to $240,000, may vary depending on complexity.
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.40%
Main office
New York NY
Advisors at this office
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Mariluz N
Series 65
New York, NY
CWM Partners, LLC
Mariluz Nunez is a financial advisor at CWM Partners, LLC with 11 years of industry experience. She holds a Series 65 designation and previously worked for Manchester Capital Management LLC for 10 years before joining CWM Partners in 2022. CWM Partners provides portfolio management, financial planning, and advisor-selection services primarily to high-net-worth clients and charitable foundations. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios and conducts due diligence on sub-advisors, managing most client assets on a non-discretionary basis.
Michael W
CFA®, Series 63
New York, NY
CWM Partners, LLC
Michael Warszawski is a CFA® charterholder with eight years of industry experience, currently serving at CWM Partners, LLC since 2018. Prior to joining CWM Partners, he worked at Manchester Capital Management from 2014 to 2018. He is a Group Chair of TIGER 21, LLC, a membership network for high-net-worth individuals, where he facilitates peer group meetings focused on investing and family matters. Additionally, Warszawski serves on the advisory board of First National Realty Partners. CWM Partners provides portfolio management, financial planning, and advisor-selection services primarily to high-net-worth clients and charitable foundations. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios across various asset classes and coordinates with third-party advisers while maintaining primary advisory relationships.
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